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ICA Group Wealth Management’s CMS Energy CMS Stock Holding History

ICA Group Wealth Management’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$15.5K Hold
261
– – 0.01% 405
2024
Q1 		$15.7K Hold
261
– – ﹤0.01% 805
2023
Q4 		$15.2K Buy
+261
New +$14.6K ﹤0.01% 794
2023
Q3 		– Sell
-261
Closed -$15.3K – 398
2023
Q2 		$15.3K Hold
261
– – ﹤0.01% 756
2023
Q1 		$16K Sell
261
-10
-4% -$615 ﹤0.01% 715
2022
Q4 		$17.2K Buy
+271
New +$16K ﹤0.01% 717

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ICA Group Wealth Management's CMS Position: Q2 2024 in Review

ICA Group Wealth Management held its CMS Energy (CMS) position steady in Q2 2024 at 261 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #405.

ICA Group Wealth Management first reported a position in CMS in Q4 2022 and has held it in 6 quarters since. The position peaked at $17.2K in Q4 2022. 685 funds tracked by Wall St. Rank hold CMS as of Q2 2024.

  • ICA Group Wealth Management held 261 shares of CMS Energy worth $15.5K as of Q2 2024.
  • ICA Group Wealth Management left its CMS Energy share count unchanged in Q2 2024.
  • CMS Energy made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #405 holding.
  • ICA Group Wealth Management first reported a position in CMS Energy in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's CMS Energy position peaked at $17.2K in Q4 2022.
  • 685 funds tracked by Wall St. Rank held CMS Energy as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.